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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $131,800 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $5,062 |
DA DAVIDSON & CO6 years Filed as: D.A. DAVISON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $4,708 |
LINDBERG & RIPPLE1 year Service code 26 · EIN 91-1802259 | Advisory (Participants) | $4,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,500 | $118,441-93.7% | $151,611-95.1% | $89,394-91.6% |
| Participation rate | 0.5% | 88.0%-87.4pp | 87.5%-87.0pp | 71.3%-70.7pp |
| Annual return | -17.92% | -9.10%-8.8pp | 3.33%-21.3pp | -11.89%-6.0pp |
| Employer contribution / active EE | $0 | $4,770-100.0% | $6,166-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $0 | $7,648-100.0% | $8,363-100.0% | $5,123-100.0% |
| Admin fee / account holder | $177 | $90+97.8% | $11,616-98.5% | $79+123.2% |